Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds the Series 66 designation and has worked at IFP Securities, LLC since 2019, following nearly a decade at LPL Financial Corporation and ongoing service at Independent Financial Partners since 2010. Hill serves as a board member of DCC Corp, participating in quarterly meetings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of approximately 261 advisors nationwide. The firm supports a decentralized advisory model while offering formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) capabilities.

Naomi Dagostino is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. She has worked with firms including Eagle Strategies, Insight Financial Associates, Naomi R. D'Agostino Insurance and Financial Services, Nylife Securities Inc., and New York Life Insurance Company. Outside of her advisory work, she volunteers with the Bath Volunteers for Service and the Bath Business Association, and serves as an educator for the Summit County Employees Lunch and Learn Program. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with the majority of assets managed on a non-discretionary basis.

Theresa Mystic is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63, 65, and 66 licenses and 39 years of industry experience. She previously worked at Key Investment Services LLC, AdamsLynch, and PNC Investments. Outside of her advisory role, she is involved as a catechist at St. Christopher Church and pursues photography and part-time dog sitting. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees, which utilizes algorithm-driven risk assessments and implements strategies via mutual funds and ETFs.

Matthew Jones is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining MAI in 2024, he worked at AllianceBernstein Private Wealth Management for three years and was involved with the Greater Cleveland Sports Commission. MAI Capital Management provides investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies along with financial planning and trust administration services.

Christina Santone is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. Her prior work includes roles at MML Investors Services and Mass Mutual Life Insurance Company. She is currently based in Brooklyn, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Mei Chen Goodson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Erica Cameron is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Cerity Partners Retirement Plan Consultants and has previously worked at HPM Partners LLC and Spero-Smith Investment Advisers, Inc. in Cleveland, OH. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios and investment policy statement–based monitoring, managing the majority of assets on a non-discretionary basis.

Pamela Zelonis is a financial advisor with PNC Wealth Management in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven pilot program for employees that uses mutual funds and ETFs with annual rebalancing and no direct client trading or margin use.

Daniel Piero is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. His prior roles include positions at Private Client Services, Beacon Financial Group, Lincoln Financial Group, and experience with the Pro Football Hall of Fame and The Roman Guy. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Ryan Knotts is a CFP® professional with 16 years of experience in the financial services industry. He has been with PNC Wealth Management since 2014, working in the Cleveland, OH office. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation only to employees with PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an emphasis on algorithm-driven portfolio selection and annual rebalancing.

James Schroeder is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Fidelity Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Jamon Higley is a financial advisor at Key Investment Services LLC with a Series 66 designation and two years of industry experience. Prior to joining Key Investment Services, he held positions at Uber Technologies, Inc. and DoorDash Inc. His background also includes work in various roles outside finance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party advisory products.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MAI since 2014. Outside of his advisory role, he serves on the audit committees for two Blue Owl trusts and is an advisory board member for Anderson-DuBose Company, a distribution center for restaurants. MAI Capital Management provides investment management, wealth management, retirement planning, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and tax services into client relationships.

Ryan Bergen is a CFP® professional with one year of industry experience, currently serving at MAI Capital Management, LLC in Cleveland, OH. Prior to joining MAI Capital Management in 2022, he spent four years in full-time education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers diverse portfolio strategies supported by in-house managers and third-party advisers, as well as trust and insurance administration services.

Raymond Klosz is a financial advisor at Key Investment Services LLC with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.